Broker Check
Debra C. Slavutin, MBA, ChFC

Debra C. Slavutin, MBA, ChFC

Dee’s practice focuses on investment management strategies and life insurance.   She is a registered representative with MML investors Services, LLC., member SIPC, one of the largest insurance company affiliated broker dealers in the country, providing her with access to numerous institutional money managers, annuities, mutual funds and other investment programs.   Dee has her FINRA Series 7 registration and is a Chartered Financial Consultant (ChFC). She has her BA from SUC New Paltz, a Master of Arts from McGill University and her MBA in Finance from Fordham University.

“My desire is to help people create financial dignity. I do this because I have seen family members suffer the bitterness of old age fraught with financial worry; I have seen other family members enjoy the sweetness of old age with financial freedom. If I can be a source of education that empowers people to act on their own behalf to achieve a future with financial dignity, I am deeply gratified.”

The Critical 7 Steps

1. Help you articulate your goals
2. Inventory your assets and protection strategies
3. Delineate an action plan and discuss the probability of goal achievement
4. Reposition your assets, if called for by the action plan
5. Monitor your money managers
6. Rebalance your asset allocation as needed
7. Review your annual goals and life changes.

Why should you do Business with Me?

“I am product and vendor neutral. I work with you and for you to find the most suitable  solution to achieve your personal goals. I work most effectively with clients who have complete trust in me to oversee one of the most crucial aspects of their lives. When they give me their trust, I am completely dedicated to them; all my intelligence, concern and focus become their resource.”

Dee is the founder of the Institute for Advanced Tax and Business Planning which provides educational seminars for professional advisors. She is the only woman in the 160 year history of Massachusetts Mutual Life Insurance Company (MassMutual) to be selected as Chairman’s council (top 10) in 1995, 1997, 1999, and 2000. She lives in New York and East Hampton with her husband Lee. She has two children who are (thankfully) grown and enjoys walking, gardening, kayaking and baking challah bread.

Dee Slavutin is a registered representative of and offers Securities, Investment Advisory Services and financial planning through MML Investors Services, LLC. member SIPC. Supervisory Office: 530 Fifth Avenue, 14th Floor New York, NY 10036, (212)536-6000.